HBK Sorce Advisory LLC Reduces Holdings in Schwab U.S. Aggregate Bond ETF $SCHZ

HBK Sorce Advisory LLC trimmed its position in shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) by 39.2% in the 2nd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 11,101 shares of the company’s stock after selling 7,160 shares during the quarter. HBK Sorce Advisory LLC’s holdings in Schwab U.S. Aggregate Bond ETF were worth $258,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other large investors have also recently made changes to their positions in SCHZ. Brighton Jones LLC purchased a new position in shares of Schwab U.S. Aggregate Bond ETF during the 4th quarter worth about $317,000. Smart Money Group LLC boosted its position in shares of Schwab U.S. Aggregate Bond ETF by 41.8% during the first quarter. Smart Money Group LLC now owns 206,027 shares of the company’s stock valued at $4,772,000 after buying an additional 60,722 shares during the period. Brookstone Capital Management boosted its position in shares of Schwab U.S. Aggregate Bond ETF by 142.0% during the first quarter. Brookstone Capital Management now owns 218,196 shares of the company’s stock valued at $5,053,000 after buying an additional 128,022 shares during the period. Strategic Blueprint LLC boosted its holdings in Schwab U.S. Aggregate Bond ETF by 13.4% during the 1st quarter. Strategic Blueprint LLC now owns 93,380 shares of the company’s stock valued at $2,163,000 after acquiring an additional 11,022 shares during the period. Finally, Bestgate Wealth Advisors LLC boosted its holdings in Schwab U.S. Aggregate Bond ETF by 2.5% during the 1st quarter. Bestgate Wealth Advisors LLC now owns 182,547 shares of the company’s stock valued at $4,228,000 after acquiring an additional 4,453 shares during the period.

Schwab U.S. Aggregate Bond ETF Stock Performance

SCHZ opened at $23.53 on Friday. The business has a fifty day moving average of $23.48 and a 200 day moving average of $23.17. Schwab U.S. Aggregate Bond ETF has a 52-week low of $22.43 and a 52-week high of $23.71.

Schwab U.S. Aggregate Bond ETF Company Profile

The Schwab U.S. Aggregate Bond ETF (SCHZ) is an exchange-traded fund that is based on the Bloomberg U.S. Aggregate Bond index. The fund tracks a broad index of U.S. investment grade fixed income securities, including corporate, government, and mortgage-backed securities. SCHZ was launched on Jul 14, 2011 and is managed by Charles Schwab.